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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,476 | $135,956-95.2% | $123,894-94.8% | $273,972-97.6% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 13.07% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $550 | $5,170-89.4% | $4,617-88.1% | $4,869-88.7% |
| Participant deferral / active EE | $4,210 | $6,343-33.6% | $5,984-29.6% | $5,287-20.4% |
| Admin fee / account holder | $2,415 | $9,817-75.4% | $8,357-71.1% | $10,133-76.2% |